Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

AGIX vs AIS: which is really different?

AGIX and AIS hold 23% of their weight in the same names, and AIS returned more over the year.

KraneShares Artificial Intelligence and Technology ETF and VistaShares Artificial Intelligence Supercycle ETF.

54.5%AGIX in the S&P 500
41.2%AIS in the S&P 500
+28.4%AGIX total return, 1 year
+107.6%AIS total return, 1 year

ETFIQ Off-Index Score: AIS scores higher

How much of it is not the index it is sold as an alternative to?

AGIX 3.7AIS 23.40.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

AGIX46% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
55%46%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 69% · top ten 31% of the fund · 72 holdings filed Sep 18, 2026 · Nasdaq-100: 43% in55%46%in the S&P 500outsideactive share 69% · top ten 31% of the fund
AIS59% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
41%59%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 89% · top ten 46% of the fund · 60 holdings filed Sep 21, 2026 · Nasdaq-100: 33% in41%59%in the S&P 500outside the S&P 500active share 89% · top ten 46% of the fund

23% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AGIX and AIS hold 23% of their money in the same securities at the same weight.

Positions AGIX and AIS both hold, largest shared weight first
HoldingAGIXAIS
ADVANCED MICRO DEVICES2.13%5.52%
NVIDIA CORP3.82%2.02%
SK HYNIX INC1.99%8.24%
MICRON TECHNOLOGY INC1.95%7.19%
SAMSUNG ELECTRONICS CO LTD1.59%2.13%
CORNING INC1.30%1.99%
ASML HOLDING NV1.21%1.88%
INTEL CORP1.19%3.35%
ARM HOLDINGS PLC-ADR1.13%1.71%
ASTERA LABS INC1.11%1.76%
MARVELL TECHNOLOGY INC1.09%4.01%
MEDIATEK INC1.04%1.16%
Only in each
Only in AGIXOnly in AIS
META PLATFORMS INC 4.53%Semtech Corp 4.68%
ALPHABET INC-CL A 3.88%Taiwan Semiconductor Manufacturing Co Ltd 3.62%
MICROSOFT CORP 3.47%Silicon Motion Technology Corp 3.15%
APPLE INC 2.97%Foxconn Industrial Internet Co Ltd 2.67%
AMAZON.COM INC 2.92%GE Vernova Inc 2.60%
TAIWAN SEMICONDUCTOR MANUFAC 2.84%Seagate Technology Holdings PLC 2.44%
TESLA INC 2.38%Vicor Corp 1.98%
PALANTIR TECHNOLOGIES INC-A 2.18%Sandisk Corp 1.91%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026 and Sep 21, 2026.

Performance, window by window

AGIX and AIS over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AGIXAISAGIXAISAGIXAIS
3 months−2.0%−15.6%−4.3 pts−17.8 pts+0.4 pts−13.1 pts
6 months+38.8%+67.5%+20.8 pts+49.5 pts+14.6 pts+43.3 pts
1 year+28.4%+107.6%+11.8 pts+91.1 pts+6.6 pts+85.9 pts
Since launch+91.3%+188.0%+49.9 pts+159.0 pts+39.3 pts+147.2 pts
Open the live comparison on ETFIQ
AGIX and AIS on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AGIX
KraneShares Artificial Intelligence and Technology ETF
Holds 72 stocks in artificial intelligence, 54% of its weight in S&P 500 companies
AIS
VistaShares Artificial Intelligence Supercycle ETF
Holds 60 stocks in artificial intelligence, 41% of its weight in S&P 500 companies
IssuerKraneSharesVistaShares
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50054.5%41.2%
Active share vs the S&P 50068.8%88.9%
In the Nasdaq-10043.1%32.8%
Holdings7260
Top ten, share of the fund31.2%45.6%
Expense ratio1.00%0.75%
Fee for the differing part1.45%0.84%
Total return, 1 year+28.4%+107.6%
vs the S&P 500+11.8 pts+91.1 pts
vs the Nasdaq-100+6.6 pts+85.9 pts
Below its high−5.8%−18.3%
Net assets$1.1bn$1.0bn

AGIX in plain words

By weight, 54% of AGIX's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 69%. The top ten holdings are 31% of the fund across 72 positions, as published by its issuer for Sep 18, 2026. Over the year to Sep 18, 2026 the fund returned +28.4% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 11.8 pts. It sits 5.8% below its all-time high of Jun 1, 2026.

AIS in plain words

By weight, 41% of AIS's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 89%. The top ten holdings are 46% of the fund across 60 positions, as published by its issuer for Sep 21, 2026. Over the year to Sep 18, 2026 the fund returned +107.6% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 91.1 pts. It sits 18.3% below its all-time high of Jun 22, 2026.

Questions people ask

Do AGIX and AIS hold the same stocks?
By their latest filings, 23% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AGIX or AIS?
AGIX has 54% of its weight in S&P 500 names and AIS has 41%, so AIS differs more from the index.
Which is cheaper, AGIX or AIS?
AGIX charges 1.00% a year and AIS charges 0.75%, so AIS is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AGIX against AIS, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGIX against AIS, data as of Sep 18, 2026. https://etfiq.com/compare/themes/agix-vs-ais Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources